Sidebar Sidebar
Become a MacRumors Supporter for $50/year with no ads, ability to filter front page stories, and private forums.

Apple's Decision to Slash iPhone X Production Volume in Q1 2018 Could Delay Future OLED Models

I have an iPhone X, bought new just 4 weeks ago. Already it has given me problems that I have never experienced with my previous iPhones (3G, 4, 5, 6 Plus, 6s Plus). The device is completely dependent upon swiping up and Touch, and already the Touch sensors have gone bonkers on mine.

It basically behaves like it's possessed - the screens suddenly start moving/jittering back and forth, letters get typed into input fields when I haven't even touched the device, auto-selecting things at the bottom of screens (like e.g. in Mail, the lowest-most folder you can see on the screen gets selected and moved into), etc. At this point I basically can't even swipe up to get to Face ID/passphrase. The sensors are completely non-functional. I tried Siri input and anything after the first word or two doesn't get 'heard'. Something is very, very wrong with this phone - and I've seen posts on the Apple Discussion Boards from others with the exact same issue.

I'm thinking maybe I should exchange it for an 8 Plus because the X is completely unusable in its present state. Very disappointing to have both this single point of failure in the X as well as having it suffer "crib death" so early in its cycle (but of course, naturally it happened after AT&T's initial 2 week exchange period). At least an 8 Plus would probably have a working Home button ...
 
  • Like
Reactions: Ladybug
Good, lower the damn price. It's ridiculously expensive for a phone. I like and enjoy using my X but no way was it worth the asking price. I was on an iPhone 6 Plus that was getting painfully slow and moving to a different platform was going to be more trouble that it's worth. If I had more flexible options, it would have been one less sale.
 
Baymowe335 said:
Tell me more about how this is reality. Where is the source other than unnamed sources? You do realize Nikkei has been wrong with th EXACT same story before, only to be debunked when Apple reported actual numbers.

Wait until this Thursday. With Apple, the ONLY reliable numbers are from Apple.

Btw, this “negative reality” you speak of will be an all time high for sales, profit, iPhones sold, and services revenue ever at Apple when they report Q1 on Friday. They already guided for records p. It will just be a matter of how much they beat.

Exactly WHAT is negative about that?
Click to expand...
I’m not talking about the near future. I’m talking about the headwinds that will significantly slow Apple down eventually. In many markets outside the US, Apple is increasingly turning into a ghost brand where sightings are few and far between. The main culprit is price and a change in perspective on how much better iOS really is over Android in a cost/benefit analysis. Of course, everything will be peachy in a few days, but the headwinds are definitely a’blowing.
 
dampfnudel said:
I’m not talking about the near future. I’m talking about the headwinds that will significantly slow Apple down eventually. In many markets outside the US, Apple is increasingly turning into a ghost brand where sightings are few and far between. The main culprit is price and a change in perspective on how much better iOS really is over Android in a cost/benefit analysis. Of course, everything will be peachy in a few days, but the headwinds are definitely a’blowing.
Click to expand...
Every analyst has said this for years... The iPhone X costs more because its tech is more expensive – most 'bill of costs' estimates show Apple makes approximately equal margins on an iPhone 8 as an iPhone X. In Sydney I'm seeing a lot of iPhone Xs, Apple Watches, and AirPods in the street.
[doublepost=1517298500][/doublepost]
class77 said:
You can't say that the OLED panel is the reason for the price of the iPhone X. Samsung Galaxy 8 is the same OLED size and $250 cheaper
Click to expand...
Except for the dual camera with OIS. And the individually colour-calibrated screens. And the processor that is 2x faster allowing 4K video @ 60 fps. And Face ID with a 30,000 infra-red dot projector. Yep, basically the same smartphones...
 
  • Like
Reactions: WannaGoMac and ConvertedToMac
Soccertess said:
TIM COOK RULES!! no.. he actually really sucks.

The Iphone X was suppose to rule the world. Except for SOME DUMB reason he thought the iphone 8 with a 3+ year old form factor would be premium phone, and the ultra premium iphone x would be a hit.

EXCEPT all he did was drive people to andriod phones who have superior screens and form factors (not to mention avoiding Siri!)

I wonder if the board should claw back some stocks for destroying Apple's product line up.
Click to expand...
what are you even basing this on? there are no facts that he is driving people to android at all. Those who are on android now have been for a while. Sales wise people are still with apple and enjoying their iphone wether thats a new one or old one. People stay with apple for a reason. The sales fiqures on thursday will prove that
 
What killed the the iPhone X for me.
The Face ID. Demo failed.
Software issues causing lack of faith.
Crazy prices compared to other phone makers that provide way more for the buck.
Leaks about a stylus based iPhone like the note next year.

I love Apple products, I just feel they have lost the drive, need to start listening to what their customers want and improve quality support for software.

The primium price model can’t apply any more and needs too change until Apple recovers from this.

I always try to buy American, my company of 20 years was bought out buy Samsung last year and moved off shore.

Everyone lost their jobs.

I will keep using my iPhone 6 and other Apple products.

In the mean time I have purchased a Surface laptop and Xbox 1X.

I hope this will be the year for Apple again, maybe more cooperation between Apple and other US companies to keep US #1, other wise Samsung will win this Game and we will loose more American companies.
 
gtg465x said:
I bought an X and don't regret it. That said, I am reducing my upgrade frequency from 1 year to 2 years due to the much higher price. In the long run, Apple will actually make less money on me at $1000 every 2 years vs $650-$750 every year. I really think $850 is where the iPhone X should start. It's more expensive, but not so much that people would slow their upgrade frequency or avoid it altogether due to sticker shock.
Click to expand...

I’ve similarly doubled my expected upgrade cycle but for me it was every two years and now it’ll be 3-4 years for iPhone X if my carrier doesn’t make me an offer I can’t refuse. $1450 in European moneys for the 64GB Version is iPad or Mac money. I expect appropriate product life and I won’t sell my X to buy me in again earlier as I plan on keeping the “jubilee iPhone”.
 
  • Like
Reactions: bpp85
Think they tried to capitalise on the anniversary phone hype and this is all they could get. good tech no doubt but terrible pricing. it is not revolutionary enuf to be priced so high
 
Baymowe335 said:
Seriously, so many of you are utterly clueless about business, stocks, and how this game works. You guys believe everything you read?

This is FAKE news with absolutely zero factual evidence. It’s all extrapolations, speculation, and opinions. Apple goes through this every time earnings release is imminent. If you actually followed the business, you’d know this happens ALL the time for the usual suspects, like Nikkei.

I’d just like all of you to come back Thursday.
Click to expand...
Nah then they’ll find something else in the earnings release that they can spin as bad news.
 
nebo1ss said:
This is what happens when you get greedy.
Click to expand...
Indeed, they're more focused on improving profits, I mean just look at the issue of dongles with the MBP. They could have just included an USB to USB-C adapter with the laptop and that would have negated a lot of complaining but instead they're charging 19 bucks, yet they raised the price of the laptop by hundreds.

I'm all for a company making money, otherwise they'll not be around, but is the focus making great products or squeezing the last penny out of every sale?
 
  • Like
Reactions: kshitijshah
maflynn said:
Indeed, they're more focused on improving profits, I mean just look at the issue of dongles with the MBP. They could have just included an USB to USB-C adapter with the laptop and that would have negated a lot of complaining but instead they're charging 19 bucks, yet they raised the price of the laptop by hundreds.

I'm all for a company making money, otherwise they'll not be around, but is the focus making great products or squeezing the last penny out of every sale?
Click to expand...

Beyond just price, people started realising that committing to Apple ecosystem is not going to be cheaper with device costs sky rocketing, subscriptions for various services, forced obsolescence related issues, slightly behind in tech compared with Samsung etc...is making people to go slow with their appetite for iPhones.

People do not mind spending $1200 as starting price for a mobile, if it is going to remain as flagship for many years.
 
Surprise, surprise the Wall Street Journal is getting in on the act now. Front page story too.

https://www.wsj.com/amp/articles/ap...k-demand-1517312098?__twitter_impression=true

Just like the story they ran in January 2013:

https://www.wsj.com/articles/SB10001424127887323596204578240440691304344

And January 2016:

https://www.wsj.com/articles/apple-scales-back-orders-for-its-iphones-1452049390

Like clockwork every January these stories run and like clockwork everyone comes up with reasons why the stories are true even though there is absolutely no wa to prove them and like clockwork Apple stock drops on the news as if investors shouldn’t be used to this by now. I’m sorry but when you see this pattern every year at what point do you start discounting it as just noise? Tim Cook has said numerous times its foolish to read into supply chain rumors yet Wall Street still jumps on any chatter every time. And every year these stories come out they talk about a quarter Apple has yet to give guidance on so it’s impossible to fact check any of the figures.

This year the story says Apple is cutting back X production for fiscal Q2 from 40M to 20M. I looked back at Apple’s press release from last year. In fiscal Q2 they reported 50.7M iPhone sales. In fiscal Q2 2016 it was 51.1M sales. The most Apple has ever sold in fiscal Q2 was 61M in 2015 (iPhone 6 release). Yet the WSJ and others want us to believe Apple was planning for 40M of their most expensive model and have now cut it back to 20M due to weak demand? On what planet could anyone realistically believe Apple would plan for selling 40M iPhone X in the quarter after the holiday quarter? Heck it’s possible they didn’t sell 40M iPhone X in the holiday quarter. If sales are flat or slightly up 40M would be close to 50% of sales. No way on earth is Apple expecting iPhone X to be 50% of iPhone sales. Where is the critical thinking?

https://www.apple.com/newsroom/pdfs/Q2FY17DataSummary.pdf
 
Last edited:
A7ibaba said:
Considering that manufacturing cost of iPhone X is 357 $,i'm astonished with their decision to force 2018 iPhones with LCD screen. It seem apple c.o.o is not satisfied with anything less than 65% profit per device.
Click to expand...
That’s not the whole story though, the device also has to pay back a share of its design cost, it’s shipping cost, support, running/ renting the Apple stores, paying employees etc. I don’t think the X is worth 1,000, but it probably isn’t as overpriced as it seems, especially when it was meant to be a relatively lower volume product by design.
 
Falhófnir said:
That’s not the whole story though, the device also has to pay back a share of its design cost, it’s shipping cost, support, running/ renting the Apple stores, paying employees etc. I don’t think the X is worth 1,000, but it probably isn’t as overpriced as it seems, especially when it was meant to be a relatively lower volume product by design.
Click to expand...

Galaxy S8+ is pure example of advanced tech with lower price. How Samsung could keep revenue and even report increased profit. Who cares about apple stores and other ********s. All companies have same expenses and yet only Apple has explanation for ultra high price margin.Give me a break.
 
TroyBoy30 said:
Ford now allows Waze on CarPlay. Been using it on android auto for a while
Click to expand...
Yes, Waze works on Android Auto because it was bought by Google. I use it also on Android Auto.

However, Apple CarPlay only allows Apple Maps to be displayed.
 
dampfnudel said:
I’m not talking about the near future. I’m talking about the headwinds that will significantly slow Apple down eventually. In many markets outside the US, Apple is increasingly turning into a ghost brand where sightings are few and far between. The main culprit is price and a change in perspective on how much better iOS really is over Android in a cost/benefit analysis. Of course, everything will be peachy in a few days, but the headwinds are definitely a’blowing.
Click to expand...
No they aren't. You're speculating and have no numbers to back your theory. They are about to report records across the business.
 
Tim cook must be happy. All these news will bring stock price down so that they can buy back stocks at lower price!
 
You must log in or register to reply here.
Register on MacRumors! This sidebar will go away, and you'll see fewer ads.
Top Bottom
Back